Sales Cloud
Organize your sales pipeline, automate follow-ups, and give your sales team complete visibility.
Salesforce · Guatemala
We configure Sales Cloud, Service Cloud, Agentforce, and more for Guatemalan companies growing faster than their sales operations can sustain.
Guatemala has the largest economy in Central America and keeps growing above the regional average. That growth is reaching companies that still manage their customer portfolio in Excel, visit notebooks, and WhatsApp groups between salespeople. It works while the company is small.
It stops working when it's time to open a branch outside the capital, add an export line, or answer a bank asking for organized numbers to approve a credit line.
A sales manager who doesn't know how many opportunities his team has open — only what each salesperson tells him at the Monday meeting.
A family business transferring leadership to the next generation that needs customer knowledge in a system, not in one person's head.
A company exporting coffee, sugar, bananas, or manufactured goods that needs to follow up with buyers in several countries without losing the thread of each negotiation.
A business that started selling to shared services centers or industry in free zones (ZDEEP) and suddenly needs processes and reports at the level that kind of client demands.
A customer service team that grew in Guatemala City and now has to answer inquiries from the interior, by phone, WhatsApp, and social media, without missing any.
Organize your sales pipeline, automate follow-ups, and give your sales team complete visibility.
Centralize customer support across every channel. Resolve cases faster with optimized support flows.
Automate campaigns, segment audiences, and measure results across email, SMS, and digital channels.
Build secure web portals and communities natively integrated with your CRM for customers, partners, or distributors.
Optimize retail execution, sales route control, stock audits, and retail management.
Manage and schedule your field technicians' work, optimizing routes and mobile service orders.
CRM architecture tailored to banking, insurance, and finance under strict audit and compliance standards.
Securely connect Salesforce with your accounting systems, core ERPs (SAP, Oracle), and local databases.
Turn your sales data into predictive analytics, built-in AI, and interactive dashboards for decision-making.
Deploy autonomous AI agents that manage leads, resolve cases, and engage customers 24/7.
Service models and structured flows built for audits.
Organized commercial follow-up for local exporters.
Customer centralization and unified multichannel flows.
Standardization and control of the distribution pipeline.
We design and deploy Salesforce architectures adapted to the business rules of these and other complex corporate sectors in the region.
A sample of projects Zarasa implemented for companies in the country. For confidentiality, we do not publish our clients’ names.
A company that processes medical claims and reimbursements needed to structure its case operation, which moves through technician, medical and quality control queues. We implemented Service Cloud with case types and stages, queues and assignment rules, approvals simulating the handoffs between queues, and Entitlements with Milestones to control response times.
Service Cloud with queues, assignment rules, approval processes, Entitlements with Milestones and Omni-Channel routing supported by flows, delivered with workshops, on-site training and full technical documentation.
A paint manufacturing group with B2B and B2C channels needed to connect its Salesforce sales operation with SAP and strengthen its store community portal. We built the SAP integration to update open and closed items and auto-create products, plus forms, audience-based reports and notification flows following the approved process design.
SAP integration in Apex (batches and Queueables with unit tests) plus declarative configuration: forms and flows, dashboards with audiences and community portal improvements, with bulk data loads and validated change sets.
A pharmaceutical company needed to digitize its medical reps\u2019 field work, from route planning to sales and payment capture. We implemented the full process with Sales Cloud and Salesforce Maps — routes, check-in/check-out, customer classification, unit products and bundles — plus a per-rep inventory solution built with custom objects.
Sales Cloud with Salesforce Maps for routes and visits, custom objects and flows for per-rep inventory, data imports for physicians and pharmacies, reporting, and a robust package of videos, manuals and post go-live support.
A vacation club needed to connect its receivables operation in Salesforce with Guatemala\u2019s electronic invoicing system (FEL), its bank and the Central Bank exchange rate. Zarasa led the project end to end: API definition with the bank, integration architecture and flows that process bank files to generate invoices, items and payments linked to contracts.
API integrations with the bank, FEL and the Central Bank combined with flows, LWC components and platform events, managed with weekly meetings, on-site support for data migration and technical training for the client\u2019s team.
Guatemala combines a consolidated agro-export sector with industry and services growing faster than agriculture. That means many Guatemalan companies no longer sell only within their borders: they export, serve corporate clients in several countries, or are part of the supplier chain of international companies established in the country.
Salesforce organizes exactly that kind of operation: it provides a single view of the customer regardless of whether the relationship started in Zona 10, at a trade fair in Mexico, or on a call from Miami.
It also answers a very concrete need in the Guatemalan market: banks and financial institutions increasingly demand traceability and organized data to approve credit or investment lines. A company that can clearly show its sales pipeline and customer service history arrives at those conversations in a better position.
We work as a Salesforce partner with an exclusive focus on the platform. We don't mix tools or build generic solutions; we adapt the ecosystem to your real business model.
We operate remotely and flexibly for continuous development, with availability for in-person alignment sessions in Guatemala City during the project's critical phases.
We divide every project into clearly defined stages: diagnosis, plan, development, and evolution. We never improvise along the way.
We eliminate commercial intermediaries: the same consulting team that runs the initial diagnosis implements the solution and supports you afterwards.
Yes. Salesforce operates and is available throughout Central America. Zarasa, as a certified partner, handles the entire technical cycle: from diagnosis and migration of your historical data to ongoing support.
We begin with a technical diagnostic session to audit your current workflows. From there, we design a systems architecture proposal recommending the right clouds and licenses for your operation.
Yes. We run technical training sessions — in English and Spanish — based on your system's real configuration to ensure your team's operational adoption from day one.
If you're considering a Salesforce implementation for your company in Guatemala, write to us explaining your current situation and we'll get in touch.